WITTENBERG INVESTMENT MANAGEMENT, INC.
CARLISLE MA · SEC CIK 0001697790
$2.92亿2026Q2 申报市值
78持仓数
69.9%前十大占比 · 第一大 17.4%
8 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LIBERTY BROADBAN 加仓+$449.21万
TRIP 加仓+$140.23万
TASK 新建仓+$112.60万
NN 加仓+$86.48万
SSP 加仓+$78.64万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$2,385.47万
SIRI 减仓-$509.72万
GOOG 减仓-$164.30万
VSNT 减仓-$155.56万
AAPL 减仓-$88.31万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,079.61万 | 17.37% | 101,513 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $2,885.73万 | 9.87% | 99,726 | -3,052 | -3.0% | -$88.31万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $2,761.59万 | 9.44% | 934,864 | -172,552 | -15.6% | -$509.72万 | 减仓 |
| GOOG | ALPHABET INC | $2,734.99万 | 9.35% | 77,406 | -4,650 | -5.7% | -$164.30万 | 减仓 |
| GOOGL | ALPHABET INC | $2,322.62万 | 7.94% | 64,992 | -1,650 | -2.5% | -$58.97万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1,440.80万 | 4.93% | 540,434 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $942.67万 | 3.22% | 687,580 | 102,280 | 17.5% | $140.23万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $864.03万 | 2.95% | 259,624 | 134,979 | 108.3% | $449.21万 | 加仓 |
| SSP | SCRIPPS E W CO OHIO | $730.19万 | 2.50% | 2,636,071 | 283,910 | 12.1% | $78.64万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $669.49万 | 2.29% | 20,543 | -27 | -0.1% | -$8,799 | 减仓 |
| PAR | PAR TECHNOLOGY CORP | $639.22万 | 2.19% | 366,945 | 25,000 | 7.3% | $43.55万 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $471.13万 | 1.61% | 46,527 | 0 | 0.0% | — | 不变 |
| THRY | THRYV HLDGS INC | $437.90万 | 1.50% | 1,111,415 | 9,000 | 0.8% | $3.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $436.25万 | 1.49% | 11,695 | 0 | 0.0% | — | 不变 |
| TDW | TIDEWATER INC NEW | $360.22万 | 1.23% | 54,062 | -1,900 | -3.4% | -$12.66万 | 减仓 |
| LILA | LIBERTY LATIN AMERICA LTD | $358.48万 | 1.23% | 457,241 | -43,236 | -8.6% | -$33.90万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $342.89万 | 1.17% | 18,726 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $333.70万 | 1.14% | 92,670 | -43,200 | -31.8% | -$155.56万 | 减仓 |
| NN | NEXTNAV INC | $315.23万 | 1.08% | 176,800 | 48,500 | 37.8% | $86.48万 | 加仓 |
| BAC | BANK OF AMER CORP | $257.34万 | 0.88% | 45,164 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD | $245.94万 | 0.84% | 191,922 | -11,500 | -5.7% | -$14.74万 | 减仓 |
| PSMT | PRICESMART INC | $233.72万 | 0.80% | 11,965 | -751 | -5.9% | -$14.67万 | 减仓 |
| MRNA | MODERNA INC | $227.60万 | 0.78% | 32,500 | -1,000 | -3.0% | -$7.00万 | 减仓 |
| APA | APA CORPORATION | $195.42万 | 0.67% | 60,000 | 0 | 0.0% | — | 不变 |
| LILAK | LIBERTY LATIN AMERICA LTD | $185.06万 | 0.63% | 237,563 | -56,127 | -19.1% | -$43.72万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $184.30万 | 0.63% | 36,874 | -200 | -0.5% | -$9,996 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $168.54万 | 0.58% | 34,700 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $168.50万 | 0.58% | 20,457 | -2,550 | -11.1% | -$21.00万 | 减仓 |
| LFCR | LIFECORE BIOMEDICAL INC | $164.86万 | 0.56% | 314,015 | 12,200 | 4.0% | $6.41万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $163.94万 | 0.56% | 1,621 | -175 | -9.7% | -$17.70万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $142.86万 | 0.49% | 16,319 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC | $138.30万 | 0.47% | 26,648 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $133.98万 | 0.46% | 1,158 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $132.25万 | 0.45% | 12,519 | -342 | -2.7% | -$3.61万 | 减仓 |
| — | READING INTL INC | $124.39万 | 0.43% | 971,828 | -14,317 | -1.5% | -$1.83万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $116.10万 | 0.40% | 34,906 | 5,600 | 19.1% | $18.63万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $115.93万 | 0.40% | 2,525 | 0 | 0.0% | — | 不变 |
| TASK | TASKUS INC | $112.60万 | 0.38% | 240,600 | 240,600 | — | $112.60万 | 新建仓 |
| LMB | LIMBACH HLDGS INC | $112.40万 | 0.38% | 14,597 | 0 | 0.0% | — | 不变 |
| CABO | CABLE ONE INC | $106.22万 | 0.36% | 20,000 | -3,500 | -14.9% | -$18.59万 | 减仓 |
| NFLX | NETFLIX INC. | $101.96万 | 0.35% | 14,280 | 0 | 0.0% | — | 不变 |
| CTGO | CONTANGO SILVER & GOLD INC | $98.97万 | 0.34% | 62,680 | 9,900 | 18.8% | $15.63万 | 加仓 |
| WFC | WELLS FARGO & CO | $93.55万 | 0.32% | 11,320 | 0 | 0.0% | — | 不变 |
| PDLB | PONCE FINANCIAL GROUP INC | $91.34万 | 0.31% | 45,806 | -18,411 | -28.7% | -$36.71万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $80.88万 | 0.28% | 8,501 | 0 | 0.0% | — | 不变 |
| FPH | FIVE POINT HOLDINGS LLC | $76.95万 | 0.26% | 146,006 | 38,500 | 35.8% | $20.29万 | 加仓 |
| — | NORTHFIELD BANCORP INC DEL | $74.02万 | 0.25% | 50,253 | 50,253 | — | $74.02万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $64.27万 | 0.22% | 1,900 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $64.14万 | 0.22% | 2,691 | -100,087 | -97.4% | -$2,385.47万 | 减仓 |
| IWS | ISHARES TR | $57.25万 | 0.20% | 3,478 | 0 | 0.0% | — | 不变 |
| — | PRIMEENERGY RESOURCES CORP | $56.33万 | 0.19% | 3,375 | 1,300 | 62.7% | $21.70万 | 加仓 |
| GLRE | GREENLIGHT CAP RE LTD | $55.67万 | 0.19% | 34,407 | 0 | 0.0% | — | 不变 |
| — | BROADWAY FINL CORP DEL | $54.25万 | 0.19% | 56,156 | 0 | 0.0% | — | 不变 |
| GLIBK | LIBERTY CAP CORP | $53.41万 | 0.18% | 14,355 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA FINL INC | $46.02万 | 0.16% | 21,685 | 21,685 | — | $46.02万 | 新建仓 |
| GTX | GARRETT MOTION INC | $45.29万 | 0.15% | 12,500 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $42.51万 | 0.15% | 1,674 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $37.81万 | 0.13% | 3,928 | 0 | 0.0% | — | 不变 |
| MCY | MERCURY GENL CORP NEW | $36.88万 | 0.13% | 3,459 | -200 | -5.5% | -$2.13万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $34.95万 | 0.12% | 4,573 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $34.34万 | 0.12% | 10,100 | 0 | 0.0% | — | 不变 |
| — | LIBERTY CAP CORP | $34.12万 | 0.12% | 15,581 | 8,103 | 108.4% | $17.75万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $33.41万 | 0.11% | 3,967 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $28.44万 | 0.10% | 2,000 | 2,000 | — | $28.44万 | 新建仓 |
| CAR | AVIS BUDGET GROUP INC | $28.43万 | 0.10% | 1,923 | -1,285 | -40.1% | -$19.00万 | 减仓 |
| CET | CENTRAL SECS CORP | $27.20万 | 0.09% | 5,186 | 0 | 0.0% | — | 不变 |
| HGV | HILTON GRAND VACATIONS INC | $26.18万 | 0.09% | 5,000 | -9,000 | -64.3% | -$47.13万 | 减仓 |
| RKT | ROCKET COS INC | $25.99万 | 0.09% | 16,500 | 0 | 0.0% | — | 不变 |
| — | EASTERN CO | $25.16万 | 0.09% | 9,034 | 9,034 | — | $25.16万 | 新建仓 |
| PRKS | UNITED PARKS & RESORTS INC | $23.87万 | 0.08% | 5,000 | 5,000 | — | $23.87万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.45万 | 0.08% | 240 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $21.63万 | 0.07% | 8,941 | 8,941 | — | $21.63万 | 新建仓 |
| MCD | MCDONALDS CORP | $21.62万 | 0.07% | 800 | 0 | 0.0% | — | 不变 |
| — | CATALYST BANCORP INC | $17.61万 | 0.06% | 10,669 | -3,000 | -21.9% | -$4.95万 | 减仓 |
| — | FRANKLIN STR PPTYS CORP | $17.13万 | 0.06% | 332,694 | 172,300 | 107.4% | $8.87万 | 加仓 |
| YEXT | YEXT INC | $15.18万 | 0.05% | 32,500 | 32,500 | — | $15.18万 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD | $12.73万 | 0.04% | 24,856 | 14,000 | 129.0% | $7.17万 | 加仓 |
| — | AVALON HLDGS CORP | $9.16万 | 0.03% | 36,784 | 0 | 0.0% | — | 不变 |
| — | QVC GROUP INC | $0 | 0.00% | 0 | -158,403 | -100.0% | -$34.37万 | 清仓 |
| — | BLUE FOUNDRY BANCORP | $0 | 0.00% | 0 | -18,195 | -100.0% | -$24.09万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,200 | -100.0% | -$20.02万 | 清仓 |
| KELYA | KELLY SVCS INC | $0 | 0.00% | 0 | -16,581 | -100.0% | -$14.67万 | 清仓 |